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Enterprise Client Strategy & Operations Manager

Addition WealthNew York, NY
On-site Full-time

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Experience Level

Manager

Qualifications

Proven experience in client relationship management and enterprise operations. Strong technical background related to product implementation and management. Exceptional problem-solving and analytical skills. Ability to work collaboratively across teams and build strong relationships with stakeholders. Excellent organizational and communication skills. Passion for financial technology and improving client experiences.

About the job

Overview
At Addition Wealth, we are dedicated to transforming financial health by ensuring that personalized financial expertise is both inclusive and accessible to all. By leveraging cutting-edge technology and forming impactful partnerships with leading companies and financial institutions, we empower individuals with sophisticated digital tools, a comprehensive knowledge hub, and access to top-tier financial professionals, enabling them to navigate their financial decisions with confidence. Our initiatives not only alleviate stress and enhance productivity but also revolutionize how individuals perceive and manage their finances.

We are more than just another financial wellness platform; we are spearheading a revolution in financial decision-making. By harnessing technology, we aim to create seamless, impactful, and life-altering experiences. At Addition Wealth, you will have the opportunity to tackle complex challenges, stretch the limits of innovation, and develop tools that genuinely create a significant impact.

Our efforts have garnered global recognition. Supported by prestigious fintech venture capitalists such as Barclays, Anthemis, and Nyca, Addition Wealth has been recognized as one of Business Insider’s 54 Promising Fintech Companies to Watch, received the UBS Female Founder Award in 2023, and was honored as a Top Innovator by the World Economic Forum. Our work has been featured in leading publications including Bloomberg, TechCrunch, Insider, and Forbes. Together, we are building something remarkable—and we are just getting started.

About the Role
Addition Wealth seeks an Enterprise Client Strategy & Operations Manager to cultivate and enhance relationships with our key enterprise accounts. You will serve as a vital partner to our clients, facilitating user adoption, ensuring a seamless and impactful experience throughout the client journey, and fostering trust with stakeholders to drive sustainable growth. This role is both product-oriented and technical, allowing you to influence our product roadmap, oversee rollouts and implementations, and manage product quality assurance for specific features.

If you excel in relationship management, technical product implementations, and prioritization, possess a passion for optimizing operational processes, and enjoy addressing complex client needs with a strategic and hands-on approach, we would love to hear from you. Success in this role hinges on being client-focused, detail-oriented, data-driven, and eager to contribute to our Enterprise business expansion.

About Addition Wealth

Addition Wealth is a forward-thinking financial technology company dedicated to enhancing financial health and wellness. Our mission is to democratize access to personalized financial expertise through innovative technology and strategic partnerships. With notable backing from prominent venture capitalists and recognition from leading industry publications, we are reshaping the landscape of financial decision-making.

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